Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 7601 | FOUNDERS BANK & TRUST | $180M | Q2 2014 | 7/22/2014 | 361 |
| 7602 | Flowering Tree Investment Management Pte. Ltd. | $180M | Q1 2014 | 5/12/2014 | 7 |
| 7603 | Orbitronix, LP | $180M | Q1 2014 | 5/14/2014 | 92 |
| 7604 | Clay Northam Wealth Management, LLC | $180M | Q4 2025 | 2/17/2026 | 100 |
| 7605 | Lotus Technology Management, LP | $180M | Q4 2025 | 2/17/2026 | 147 |
| 7606 | Midwest Financial Partners Investments, Inc. | $180M | Q4 2025 | 2/6/2026 | 69 |
| 7607 | PACIFIC FINANCIAL GROUP INC | $180M | Q4 2025 | 2/17/2026 | 82 |
| 7608 | Meritech Capital Associates V L.L.C. | $180M | Q4 2025 | 2/17/2026 | 2 |
| 7609 | Hara Capital LLC | $180M | Q4 2025 | 1/15/2026 | 298 |
| 7610 | JACOBS ASSET MANAGEMENT, LLC | $180M | Q4 2025 | 2/13/2026 | 32 |
| 7611 | MPWM ADVISORY SOLUTIONS, LLC | $180M | Q4 2025 | 2/17/2026 | 537 |
| 7612 | Legend Capital Advisors LLC | $180M | Q4 2025 | 2/17/2026 | 56 |
| 7613 | MWA Asset Management | $179M | Q4 2025 | 1/29/2026 | 121 |
| 7614 | Sun Financial Inc | $179M | Q4 2025 | 2/2/2026 | 157 |
| 7615 | Nolet Wealth Management, LLC | $179M | Q4 2025 | 2/27/2026 | 91 |
| 7616 | ASAHI LIFE ASSET MANAGEMENT CO., LTD. | $179M | Q4 2025 | 2/4/2026 | 156 |
| 7617 | GERBER, LLC | $179M | Q4 2025 | 1/21/2026 | 86 |
| 7618 | Everest Management Corp. | $179M | Q4 2025 | 2/2/2026 | 63 |
| 7619 | CAPITAL FINANCIAL GROUP INC\CO\ /ADV | $179M | Q4 2025 | 2/17/2026 | 105 |
| 7620 | Mink Brook Asset Management LLC | $179M | Q1 2026 | 4/1/2026 | 54 |
| 7621 | Wingate Wealth Advisors, Inc. | $179M | Q4 2025 | 1/28/2026 | 117 |
| 7622 | American Airlines Group Inc. | $179M | Q4 2025 | 2/17/2026 | 1 |
| 7623 | Willow Street Advisors LLC | $179M | Q4 2013 | 2/14/2014 | 144 |
| 7624 | Beacon Financial Strategies CORP | $179M | Q4 2025 | 1/12/2026 | 183 |
| 7625 | Holos Integrated Wealth LLC | $179M | Q4 2025 | 1/5/2026 | 310 |
| 7626 | Financial Advisory Group | $179M | Q1 2014 | 5/8/2014 | 54 |
| 7627 | SECURED RETIREMENT ADVISORS, LLC | $179M | Q4 2025 | 1/30/2026 | 125 |
| 7628 | Greater Midwest Financial Group, LLC | $179M | Q4 2025 | 2/17/2026 | 65 |
| 7629 | Salvus Wealth Management, LLC | $179M | Q4 2025 | 1/12/2026 | 136 |
| 7630 | KEYNOTE FINANCIAL SERVICES LLC | $179M | Q4 2025 | 2/13/2026 | 168 |
| 7631 | FACT Capital, LP | $179M | Q4 2025 | 3/9/2026 | 18 |
| 7632 | Councilmark Asset Management, LLC | $179M | Q4 2025 | 2/9/2026 | 83 |
| 7633 | Kure Advisory, LLC | $179M | Q4 2025 | 1/8/2026 | 56 |
| 7634 | Marest Capital, LLC | $179M | Q4 2025 | 2/11/2026 | 26 |
| 7635 | Objectivity Squared, LLC | $179M | Q4 2025 | 2/2/2026 | 57 |
| 7636 | R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC | $179M | Q4 2025 | 2/17/2026 | 38 |
| 7637 | Mountaineer Partners Management, LLC | $179M | Q4 2025 | 2/13/2026 | 17 |
| 7638 | BUSH INVESTMENT GROUP, LLC | $179M | Q4 2025 | 3/5/2026 | 38 |
| 7639 | Hurley Capital, LLC | $179M | Q4 2025 | 2/17/2026 | 711 |
| 7640 | North Ridge Wealth Advisors, Inc. | $179M | Q4 2025 | 2/13/2026 | 181 |
| 7641 | GSI Capital Advisors LLC | $179M | Q4 2025 | 2/12/2026 | 30 |
| 7642 | Garton & Associates Financial Advisors LLC | $179M | Q4 2025 | 2/18/2026 | 1,191 |
| 7643 | Northland Capital Management LLC | $179M | Q4 2025 | 1/20/2026 | 30 |
| 7644 | Ervin Investment Management, LLC | $178M | Q4 2025 | 1/23/2026 | 44 |
| 7645 | RF&L WEALTH MANAGEMENT, LLC | $178M | Q4 2025 | 1/9/2026 | 62 |
| 7646 | Taylor & Morgan Wealth Management, LLC | $178M | Q4 2025 | 1/16/2026 | 80 |
| 7647 | Meadowbrook Advisors Group, LLC | $178M | Q4 2025 | 3/11/2026 | 132 |
| 7648 | Insight Inv LLC | $178M | Q4 2025 | 2/6/2026 | 112 |
| 7649 | Pettee Investors, Inc. | $178M | Q4 2025 | 2/2/2026 | 111 |
| 7650 | Counterweight Ventures, LLC | $178M | Q4 2025 | 1/15/2026 | 80 |
| 7651 | Pineno Levin & Ford Asset Management, Inc. | $178M | Q2 2014 | 7/29/2014 | 96 |
| 7652 | Vision One Management Partners, LP | $178M | Q4 2025 | 2/18/2026 | 10 |
| 7653 | Corsicana & Co. | $178M | Q4 2025 | 1/7/2026 | 259 |
| 7654 | Beckerman Institutional, LLC | $178M | Q4 2025 | 2/10/2026 | 115 |
| 7655 | Valley Financial Group, Inc. | $178M | Q4 2025 | 2/18/2026 | 62 |
| 7656 | DELTA CAPITAL MANAGEMENT LLC | $178M | Q4 2025 | 1/15/2026 | 99 |
| 7657 | WYNNEFIELD CAPITAL INC | $178M | Q4 2025 | 2/13/2026 | 12 |
| 7658 | VIAWEALTH, LLC | $178M | Q4 2025 | 2/10/2026 | 152 |
| 7659 | Emergent Wealth Advisors, LLC | $178M | Q4 2025 | 1/14/2026 | 134 |
| 7660 | Independence Wealth Advisors, LLC | $178M | Q4 2025 | 1/9/2026 | 83 |
| 7661 | BUSH ODONNELL INVESTMENT ADVISORS INC | $178M | Q2 2014 | 8/7/2014 | 48 |
| 7662 | True Bearing Asset Management LP | $178M | Q1 2014 | 5/16/2014 | 79 |
| 7663 | ATLANTIC INVESTMENT MANAGEMENT, INC. | $178M | Q4 2025 | 2/17/2026 | 10 |
| 7664 | Cranberry Lake Advisors LLC | $177M | Q1 2014 | 5/13/2014 | 12 |
| 7665 | Monashee Investment Management LLC | $177M | Q4 2025 | 2/12/2026 | 40 |
| 7666 | Ballew Advisors, Inc | $177M | Q4 2025 | 1/14/2026 | 120 |
| 7667 | ARRIEN INVESTMENTS, INC. | $177M | Q4 2025 | 1/30/2026 | 46 |
| 7668 | Meriwether Wealth & Planning, LLC | $177M | Q4 2025 | 1/14/2026 | 123 |
| 7669 | Guardian Wealth Advisors, LLC | $177M | Q4 2025 | 2/2/2026 | 70 |
| 7670 | PTM WEALTH MANAGEMENT, LLC | $177M | Q4 2025 | 1/9/2026 | 56 |
| 7671 | TEGEAN CAPITAL MANAGEMENT, LLC | $177M | Q1 2014 | 5/15/2014 | 15 |
| 7672 | Babb Wealth Advisors LLC | $177M | Q4 2025 | 2/11/2026 | 18 |
| 7673 | Technology Crossover Management VI, L.L.C. | $177M | Q1 2014 | 5/12/2014 | 3 |
| 7674 | Milestone Asset Management Group, LLC | $177M | Q4 2025 | 2/3/2026 | 129 |
| 7675 | Warburton Capital Management, LLC | $177M | Q4 2025 | 1/23/2026 | 61 |
| 7676 | Wealth Forward, LLC | $177M | Q4 2025 | 1/30/2026 | 43 |
| 7677 | LOWERY THOMAS, LLC | $177M | Q4 2025 | 1/26/2026 | 55 |
| 7678 | ORSER CAPITAL MANAGEMENT, LLC | $177M | Q4 2025 | 1/12/2026 | 55 |
| 7679 | Dougherty Wealth Advisers LLC | $177M | Q4 2025 | 1/29/2026 | 118 |
| 7680 | Karnit Road Accident Victims Compensation Fund | $177M | Q4 2025 | 2/17/2026 | 16 |
| 7681 | Aegis Wealth Management LLC | $177M | Q4 2025 | 1/14/2026 | 121 |
| 7682 | Presper Financial Architects, LLC | $177M | Q4 2025 | 2/5/2026 | 54 |
| 7683 | United Airlines Holdings, Inc. | $177M | Q4 2025 | 2/17/2026 | 3 |
| 7684 | Pacific Wealth Strategies Group, Inc. | $177M | Q4 2025 | 2/9/2026 | 61 |
| 7685 | Andera Partners | $177M | Q4 2025 | 2/17/2026 | 5 |
| 7686 | Financial Designs Corp | $177M | Q4 2025 | 1/23/2026 | 23 |
| 7687 | Granite Group Advisors, LLC | $177M | Q4 2025 | 1/13/2026 | 90 |
| 7688 | CNO Financial Group, Inc. | $176M | Q4 2025 | 2/12/2026 | 10 |
| 7689 | CAP Partners, LLC | $176M | Q4 2025 | 2/4/2026 | 143 |
| 7690 | DEFINE FINANCIAL, LLC | $176M | Q4 2025 | 1/13/2026 | 43 |
| 7691 | Harvest Investment Advisors, LLC | $176M | Q4 2025 | 2/17/2026 | 57 |
| 7692 | Aurora Investment Managers, LLC. | $176M | Q4 2025 | 1/8/2026 | 45 |
| 7693 | KESTREL INVESTMENT MANAGEMENT CORP | $176M | Q4 2025 | 2/3/2026 | 40 |
| 7694 | St. Louis Financial Planners Asset Management, LLC | $176M | Q1 2026 | 4/7/2026 | 33 |
| 7695 | General Partner, Inc. | $176M | Q4 2025 | 1/6/2026 | 238 |
| 7696 | Momentous Wealth Management, Inc. | $176M | Q4 2025 | 2/17/2026 | 46 |
| 7697 | STERLING INVESTMENT MANAGEMENT, LLC | $176M | Q4 2025 | 2/3/2026 | 69 |
| 7698 | William Allan Corp | $176M | Q4 2025 | 2/12/2026 | 58 |
| 7699 | Vienna Asset Management LLC | $176M | Q4 2025 | 2/13/2026 | 55 |
| 7700 | Solas Capital Management, LLC | $176M | Q4 2025 | 2/17/2026 | 22 |
| 7701 | PINNEY & SCOFIELD, INC. | $176M | Q4 2025 | 2/13/2026 | 212 |
| 7702 | Industrial Alliance Investment Management Inc. | $176M | Q4 2025 | 2/5/2026 | 8 |
| 7703 | SummerHaven Investment Management, LLC | $176M | Q4 2025 | 2/3/2026 | 194 |
| 7704 | Swisher Financial Concepts, Inc. | $176M | Q4 2025 | 2/10/2026 | 97 |
| 7705 | ATMOS ADVISORY, LLC | $176M | Q1 2026 | 4/6/2026 | 20 |
| 7706 | EJF Capital LP | $176M | Q4 2025 | 2/17/2026 | 76 |
| 7707 | Mercuria Capital Strategies, LLC | $176M | Q4 2025 | 2/17/2026 | 28 |
| 7708 | WORMSER FRERES GESTION | $176M | Q4 2025 | 2/10/2026 | 44 |
| 7709 | Ausbil Investment Management Ltd | $176M | Q4 2025 | 1/13/2026 | 67 |
| 7710 | BURRUS FINANCIAL SERVICES, INC. | $176M | Q4 2025 | 1/30/2026 | 12 |
| 7711 | McHugh Group, LLC | $176M | Q4 2025 | 2/2/2026 | 81 |
| 7712 | Strategic Financial Planning, Inc. | $176M | Q4 2025 | 2/17/2026 | 39 |
| 7713 | Archon Capital Management LLC | $176M | Q4 2025 | 2/13/2026 | 48 |
| 7714 | EHRLICH FINANCIAL GROUP | $176M | Q4 2025 | 1/6/2026 | 110 |
| 7715 | GOLDEN ROAD ADVISORS LLC | $176M | Q4 2025 | 2/2/2026 | 49 |
| 7716 | Gridiron Partners, LLC | $176M | Q4 2025 | 1/8/2026 | 59 |
| 7717 | Confluence Wealth Management LLC | $175M | Q2 2014 | 8/6/2014 | 131 |
| 7718 | InTrack Investment Management Inc | $175M | Q1 2026 | 4/6/2026 | 108 |
| 7719 | BIRCH FINANCIAL GROUP, LLC | $175M | Q4 2025 | 1/15/2026 | 136 |
| 7720 | Sarver Vrooman Wealth Advisors | $175M | Q4 2025 | 2/10/2026 | 263 |
| 7721 | DG CAPITAL MANAGEMENT INC | $175M | Q2 2014 | 8/8/2014 | 63 |
| 7722 | Teca Partners, LP | $175M | Q4 2025 | 2/13/2026 | 12 |
| 7723 | Echo45 Advisors LLC | $175M | Q4 2025 | 2/6/2026 | 74 |
| 7724 | Godshalk Welsh Capital Management, Inc. | $175M | Q4 2025 | 2/12/2026 | 132 |
| 7725 | Kellett Wealth Advisors, LLC | $175M | Q4 2025 | 1/23/2026 | 79 |
| 7726 | Lepercq De Neuflize Asset Management LLC | $175M | Q4 2025 | 2/20/2026 | 17 |
| 7727 | CenturyLink Investment Management Co | $175M | Q1 2026 | 4/7/2026 | 3 |
| 7728 | QSM Asset Management Ltd | $175M | Q4 2025 | 1/15/2026 | 21 |
| 7729 | LAM GROUP, INC. | $175M | Q4 2025 | 1/23/2026 | 75 |
| 7730 | HOWARD HUGHES MEDICAL INSTITUTE | $175M | Q4 2025 | 2/17/2026 | 500 |
| 7731 | 4J Wealth Management LLC | $175M | Q4 2025 | 1/15/2026 | 98 |
| 7732 | Marin Bay Wealth Advisors, LLC | $175M | Q4 2025 | 2/17/2026 | 120 |
| 7733 | POPE ASSET MANAGEMENT, LLC | $174M | Q1 2014 | 5/9/2014 | 24 |
| 7734 | Arcadia Wealth Management, Inc. | $174M | Q4 2025 | 2/10/2026 | 56 |
| 7735 | McCutchen Group LLC | $174M | Q1 2014 | 5/15/2014 | 15 |
| 7736 | EQUITEC PROPRIETARY MARKETS, LLC | $174M | Q4 2025 | 2/17/2026 | 84 |
| 7737 | Shearwater Capital LLC | $174M | Q4 2025 | 1/13/2026 | 53 |
| 7738 | Oak Wealth Advisors LLC | $174M | Q4 2025 | 2/11/2026 | 59 |
| 7739 | HARBOURVEST PARTNERS LLC | $174M | Q4 2025 | 2/17/2026 | 7 |
| 7740 | Prospect Financial Services LLC | $174M | Q4 2025 | 2/6/2026 | 104 |
| 7741 | ROI Financial Advisors, LLC | $174M | Q4 2025 | 2/13/2026 | 65 |
| 7742 | Farrow Financial, Inc. | $174M | Q4 2025 | 1/27/2026 | 53 |
| 7743 | Stephens Greth Foundation | $174M | Q4 2025 | 2/9/2026 | 4 |
| 7744 | KRS Capital Management, LLC | $174M | Q4 2025 | 1/15/2026 | 115 |
| 7745 | Coordinated Financial Services, Inc. | $174M | Q4 2025 | 2/9/2026 | 182 |
| 7746 | Runnymede Capital Advisors, Inc. | $174M | Q4 2025 | 1/21/2026 | 74 |
| 7747 | Trivant Custom Portfolio Group, LLC | $174M | Q4 2025 | 1/21/2026 | 74 |
| 7748 | Ledgewood Wealth Advisors, LLC | $174M | Q4 2025 | 1/16/2026 | 71 |
| 7749 | Thoma Capital Management LLC | $174M | Q4 2025 | 1/8/2026 | 60 |
| 7750 | Financial Planning Hawaii, Inc. | $174M | Q4 2025 | 1/15/2026 | 128 |
| 7751 | MELFA WEALTH MANAGEMENT, INC. | $174M | Q4 2025 | 1/16/2026 | 202 |
| 7752 | Yukon Wealth Management, Inc. | $174M | Q4 2025 | 2/10/2026 | 81 |
| 7753 | DEFINED WEALTH MANAGEMENT, LLC | $173M | Q4 2025 | 1/15/2026 | 109 |
| 7754 | Optivise Advisory Services LLC | $173M | Q4 2025 | 1/12/2026 | 199 |
| 7755 | COMPTON CAPITAL MANAGEMENT INC /RI | $173M | Q1 2014 | 5/15/2014 | 143 |
| 7756 | Tiptree Advisors, LLC | $173M | Q4 2025 | 2/17/2026 | 20 |
| 7757 | TLW Wealth Management, LLC | $173M | Q4 2025 | 2/5/2026 | 19 |
| 7758 | Wealth Science Advisors LLC | $173M | Q4 2025 | 1/28/2026 | 71 |
| 7759 | H Squared Management LP | $173M | Q4 2025 | 2/13/2026 | 11 |
| 7760 | Presima Securities ULC | $173M | Q4 2025 | 2/10/2026 | 48 |
| 7761 | MRJ CAPITAL INC | $173M | Q2 2014 | 8/11/2014 | 53 |
| 7762 | Silverberg Bernstein Capital Management LLC | $173M | Q4 2025 | 1/12/2026 | 66 |
| 7763 | Tinicum Inc | $173M | Q2 2014 | 7/23/2014 | 13 |
| 7764 | LENNAR CORP /NEW/ | $173M | Q4 2025 | 2/17/2026 | 5 |
| 7765 | MCMILLION CAPITAL MANAGEMENT INC | $173M | Q2 2014 | 8/5/2014 | 65 |
| 7766 | Heronetta Management, L.P. | $173M | Q4 2025 | 2/4/2026 | 25 |
| 7767 | Pensionfund PDN | $173M | Q1 2026 | 4/1/2026 | 76 |
| 7768 | Finivi Inc. | $173M | Q4 2025 | 1/27/2026 | 103 |
| 7769 | Marathon Mission, Inc. | $173M | Q4 2025 | 1/5/2026 | 55 |
| 7770 | Williams Financial, LLC | $173M | Q4 2025 | 2/2/2026 | 24 |
| 7771 | Brookmont Capital Management | $173M | Q4 2025 | 2/10/2026 | 57 |
| 7772 | Lagoda Investment Management, L.P. | $173M | Q4 2025 | 2/17/2026 | 25 |
| 7773 | Tacita Capital Inc | $173M | Q4 2025 | 2/11/2026 | 216 |
| 7774 | Cartica Management, LLC | $173M | Q1 2014 | 5/9/2014 | 3 |
| 7775 | Velan Capital Investment Management LP | $172M | Q4 2025 | 2/13/2026 | 46 |
| 7776 | LeClair Wealth Partners LLC | $172M | Q4 2025 | 2/11/2026 | 112 |
| 7777 | SeaTown Holdings Pte. Ltd. | $172M | Q4 2025 | 1/21/2026 | 17 |
| 7778 | Tranquilli Financial Advisor LLC | $172M | Q4 2025 | 1/27/2026 | 130 |
| 7779 | RMR Advisors LLC | $172M | Q2 2014 | 7/21/2014 | 111 |
| 7780 | MITTLEMAN INVESTMENT MANAGEMENT, LLC | $172M | Q1 2014 | 5/14/2014 | 8 |
| 7781 | PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | $172M | Q4 2025 | 1/7/2026 | 41 |
| 7782 | Genesis Financial Group, LLC | $172M | Q4 2025 | 1/16/2026 | 101 |
| 7783 | Anderson Financial Strategies, LLC | $172M | Q4 2025 | 2/24/2026 | 37 |
| 7784 | SPITFIRE CAPITAL LLC | $172M | Q1 2014 | 5/14/2014 | 22 |
| 7785 | McGinn Penninger Investment Management, Inc. | $172M | Q4 2025 | 2/9/2026 | 35 |
| 7786 | RUDMAN ERROL M | $172M | Q1 2014 | 5/14/2014 | 34 |
| 7787 | Manifold Partners, LLC | $172M | Q2 2014 | 8/8/2014 | 78 |
| 7788 | 11.2 Capital Management, LLC | $172M | Q4 2025 | 2/13/2026 | 1 |
| 7789 | Two West Capital Advisors LLC | $172M | Q4 2025 | 1/13/2026 | 96 |
| 7790 | Financial Alternatives, Inc | $172M | Q4 2025 | 2/4/2026 | 87 |
| 7791 | AmeriServ Wealth Advisors | $172M | Q4 2025 | 2/10/2026 | 59 |
| 7792 | Arrow Capital Management, LLC | $172M | Q4 2025 | 2/23/2026 | 16 |
| 7793 | Three Cord True Wealth Management, LLC | $172M | Q4 2025 | 2/5/2026 | 39 |
| 7794 | WALNUT PRIVATE EQUITY PARTNERS, LLC | $172M | Q4 2025 | 1/6/2026 | 13 |
| 7795 | First National Bank of Mount Dora, Trust Investment Services | $172M | Q2 2014 | 7/9/2014 | 102 |
| 7796 | CrestPoint Capital Management, LLC | $172M | Q2 2014 | 7/10/2014 | 213 |
| 7797 | Legion Partners Asset Management, LLC | $172M | Q4 2025 | 2/17/2026 | 7 |
| 7798 | Independent Order of Foresters | $172M | Q4 2025 | 2/6/2026 | 2 |
| 7799 | FISCHER INVESTMENT STRATEGIES, LLC | $172M | Q4 2025 | 1/28/2026 | 51 |
| 7800 | Fee-Only Financial Planning, L.C. | $172M | Q4 2025 | 1/26/2026 | 42 |